Energy Investing Roundtable: Commodities, Clean Energy and MLPs – SS&C ALPS Advisors – 9.28.20

Summary:

The economic impact of Covid-19 and the Federal Reserve policy shift have created unique opportunities for energy sector investors. Managing revised expectations for inflation and energy demand has become a key element for investors in both traditional energy infrastructure and alternative energy technology. We’ll review the year’s biggest themes in the energy sector, highlighting the potential election outcomes and future considerations.

Please join SS&C ALPS Advisors for this informational webcast as we discuss the following:

• Recent headlines and the impact on the industry
• Inflation expectations and the Federal Reserve policy change
• Updated company outlooks, including dividend distribution expectations
• Third-quarter earnings expectations and what they mean for the fall
• Fund updates on the Alerian MLP ETF (Ticker: AMLP), the Alerian Energy Infrastructure ETF (Ticker: ENFR), the ALPS|CoreCommodity Management CompleteCommodities Strategy Fund (Ticker: JCRIX), and the ALPS Clean Energy ETF (ACES)

Speakers:

Mr. Hyman is a Senior Vice President for CoreCommodity Management, LLC and Portfolio Manager for ISG and the Fund. Mr. Hyman re-joined CoreCommodity in June 2010. From January 2004 to April 2006, Mr. Hyman was a portfolio manager for the Jefferies Real Asset Fund, where he traded commodity futures, options, indices, foreign exchange, ETFs, and commodity related equities. During his 35 plus years successfully trading commodities and commodity related products, Mr. Hyman has held a number of trading and risk control positions, including proprietary trading positions at Lehman Brothers, Amerada Hess Crude & Gas Co., and Drexel Burnham Lambert. Mr. Hyman graduated from Dartmouth College in 1978 with a Bachelor of Arts degree in Government.

Stacey Morris is the Director of Research at Alerian, which equips investors to make informed decisions about energy infrastructure and Master Limited Partnerships (MLPs). Ms. Morris engages with the investment community to increase awareness of the Alerian Index Series and support broader understanding of the role that midstream assets play in North American energy markets. Ms. Morris was previously the Investor Relations Manager for Alon USA Energy, overseeing investor communications for the corporation and its variable distribution MLP, Alon USA Partners. Prior to Alon, she covered the integrated majors and refiners at Raymond James as a Senior Associate in the firm’s Equity Research Division. Ms. Morris graduated summa cum laude with a Bachelor of Science in Business Administration from Stetson University and is a CFA charterholder.

Lance Marr is a senior investment analyst for CIBC Private Wealth Management in Denver, with 18 years of industry experience. In this role, he provides research and analytical support for the CIBC Energy Infrastructure strategy and serves as team lead on the firm’s Clean Energy strategy.

Prior to joining the firm in 2007, he served as a finance manager at Western Union and as a consultant at Reuters. His background includes stints as a financial researcher at Standard & Poor’s and as a financial analyst at Union Pacific.

He earned a Bachelor of Science in business administration from Black Hills State University and holds the Chartered Financial Analyst®designation. In 2015, he was honored with a CIBC Best Mentor/Role Model Achievers Award.

Rob McClure joined ALPS Advisors in January 2020 and serves as a Director of Research. Rob is responsible for investment manager research and oversight as well as sales and distribution support and new product development. Prior to joining ALPS, Rob served for five years as Client Portfolio Manager at Oppenheimer Funds, where he worked closely the firm’s distribution organization to represent Oppenheimer’s domestic value equity team with external clients. Prior to joining Oppenheimer Funds, Rob spent 17 years as a Director in the HOLT division at Credit Suisse in New York, where he led a team focused on providing HOLT’s proprietary corporate performance and valuation platform to hedge funds, mutual funds and pension funds. Mr. McClure earned an economics degree from the University of Illinois and an MBA in finance from Loyola University Chicago.

*Registered Representative of ALPS Distributors, Inc.